Savant Capital’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
10,387
-688
-6% -$91.4K 0.01% 683
2025
Q1
$1.49M Buy
11,075
+424
+4% +$56.9K 0.01% 614
2024
Q4
$1.4M Sell
10,651
-579
-5% -$76K 0.01% 547
2024
Q3
$1.52M Buy
11,230
+1,030
+10% +$139K 0.01% 510
2024
Q2
$1.23M Buy
10,200
+1,130
+12% +$137K 0.01% 524
2024
Q1
$1.12M Sell
9,070
-817
-8% -$101K 0.01% 508
2023
Q4
$1.16M Sell
9,887
-341
-3% -$40K 0.01% 385
2023
Q3
$1.1M Sell
10,228
-88
-0.9% -$9.47K 0.02% 367
2023
Q2
$1.17M Buy
10,316
+548
+6% +$62.1K 0.02% 347
2023
Q1
$1.14M Buy
9,768
+2,094
+27% +$245K 0.02% 304
2022
Q4
$244K Buy
7,674
+5,755
+300% +$183K 0.01% 511
2022
Q3
$206K Buy
+1,919
New +$206K 0.01% 506
2020
Q3
Sell
-3,498
Closed -$282K 402
2020
Q2
$282K Buy
+3,498
New +$282K 0.02% 335